Rooted Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
2,333
-457
| -16% | -$41.9K | 0.07% | 104 |
|
|
2025
Q1 | $247K | Sell |
2,790
-556
| -17% | -$49.3K | 0.11% | 82 |
|
|
2024
Q4 | $298K | Sell |
3,346
-638
| -16% | -$56.8K | 0.12% | 78 |
|
|
2024
Q3 | $367K | Sell |
3,984
-26,131
| -87% | -$2.41M | 0.16% | 65 |
|
|
2024
Q2 | $2.7M | Sell |
30,115
-7,416
| -20% | -$664K | 1.19% | 20 |
|
|
2024
Q1 | $3.34M | Sell |
37,531
-5,284
| -12% | -$470K | 1.65% | 16 |
|
|
2023
Q4 | $3.75M | Buy |
42,815
+2,767
| +7% | +$243K | 1.96% | 15 |
|
|
2023
Q3 | $3.37M | Buy |
40,048
+7,631
| +24% | +$643K | 2.08% | 14 |
|
|
2023
Q2 | $2.79M | Buy |
+32,417
| New | +$2.79M | 1.88% | 18 |
|